See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,197 | $54,350-46.3% | $82,719-64.7% | $68,494-57.4% |
| Participation rate | 70.3% | 63.9%+6.4pp | 72.6%-2.3pp | 67.9%+2.4pp |
| Annual return | -19.54% | -13.67%-5.9pp | 701.18%-720.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,423 | $2,218-35.8% | $3,009-52.7% | $2,596-45.2% |
| Participant deferral / active EE | $2,721 | $3,246-16.2% | $4,395-38.1% | $4,027-32.4% |
| Admin fee / account holder | $4,167 | $4,395-5.2% | $5,329-21.8% | $5,403-22.9% |